News and resources for Canada's top financial advisors
Est. 1998
Your Business
Many advisors leave detailed out-of-office instructions for their clients. That’s not to say clients are following them
By Allan Janssen |March 15, 2024
4 min read
If clients balk when they get a bill for financial planning, these methods can help overcome their objections
By Allan Janssen |March 12, 2024
Industry News
Allyship can involve creating opportunities and sharing the accomplishments of others
By Melissa Shin |March 7, 2024
3 min read
Technology
"No great blueprint" to manage multiple claims in different provinces, lawyer says
By Michelle Schriver |March 5, 2024
Planning and Advice
Active listening and asking the right questions are key to checking on clients' sense of well-being
By Jonathan Got |February 28, 2024
The time commitment varies but does not have to be onerous
By Allan Janssen |February 26, 2024
Regulation
In a hypothetical scenario, a financial advisor takes issue with a marketing message
By Michelle Schriver |February 20, 2024
6 min read
A client’s social status may affect how they invest
By Sam Sivarajan |February 15, 2024
Wednesday, March 6, 2024 at 1:00 PM ET
This virtual roundtable will provide practical advice on developing and nurturing mentoring relationships
Register now and earn CE credits → →
Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys
By Jonathan Got |February 13, 2024
2 min read
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